Credit Writedowns
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Credit Writedowns
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currencies
Pegging market and economic trends
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Five important macro themes on my mind today
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The recession is over
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Brief thoughts on the loss of 701,000 jobs in the US
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A framework for thinking about tail risk
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The dollar liquidity squeeze and Germany’s weak real economy
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Competitive currency devaluation and the currency war
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Re-acceleration, but for how long?
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The strong dollar and Chinese reform
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Framework for trading the coming dollar liquidity crisis
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